Portafoglio modello in fondi : Prudente
Carmignac Patrimoine E EUR Acc
14% Invesco Global Flex Bond E Acc EUR
12% Sistema Anima Europa A
10% Franklin Diversified Dynamic N Acc EUR
8% Amundi Abs Ret Global Opp Bond E2 EUR C
8% SISF US Large Cap A Acc USD
5% Carmignac Pf Flexible Bond A EUR Acc
15% Eurizon Obbl Euro Breve Ter A EUR Acc
15% DNCA Invest Eurose B EUR
3% Carmignac Court Terme A EUR Acc
5% Invesco Euro Ultra-Short Term Debt E Acc
5% Carmignac Patrimoine E EUR Acc
14% Invesco Global Flex Bond E Acc EUR
12% Sistema Anima Europa A
10% Franklin Diversified Dynamic N Acc EUR
8% Carmignac Pf Flexible Bond A EUR Acc
15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
Eurizon Obbl Euro Breve Ter A EUR Acc1,841,746,993,88Notation au 30/11/2025 : 55 / 10003/12/25
Carmignac Pf Flexible Bond A EUR Acc4,394,8813,556,76Notation au 30/11/2025 : 58 / 10003/12/25
Carmignac Patrimoine E EUR Acc10,969,9919,388,28Notation au 30/11/2025 : 55 / 10004/12/25
Invesco Global Flex Bond E Acc EUR-7,93-8,183,117,94Notation au 30/11/2025 : 37 / 10005/12/25
Sistema Anima Europa A15,2912,9625,7446,60Notation au 30/11/2025 : 66 / 10004/12/25
Franklin Diversified Dynamic N Acc EUR3,060,0620,2538,04Notation au 30/11/2025 : 45 / 10004/12/25
Amundi Abs Ret Global Opp Bond E2 EUR C2,252,623,59-6,84Notation au 30/11/2025 : 18 / 10004/12/25
SISF US Large Cap A Acc USD4,332,3757,95108,52Notation au 30/11/2025 : 97 / 10004/12/25
Invesco Euro Ultra-Short Term Debt E Acc2,142,289,336,92Notation au 30/11/2025 : 53 / 10005/12/25
Carmignac Court Terme A EUR Acc1,801,998,827,94Notation au 30/11/2025 : 69 / 10004/12/25
DNCA Invest Eurose B EUR7,267,5818,7621,49Notation au 30/11/2025 : 86 / 10004/12/25
Monetari
Obbligazioni
Bilanciati
Azioni
5%
55%
25%
15%
Asset Allocation ?
Rischio del portafoglio ?
1 2 3 4 5 6 7
 PesoAsset class
 
5,0Liquidità
 
20,0Obblig. euro breve term.
 
23,0Obblig. Euro all maturit.
 
12,0Obblig. Globale
 
10,0Az. Europa
 
5,0Az. USA
 
17,0Flessibili prudenti
 
8,0Flessibili dinamici



domenica 7 dicembre 2025
  Info e supporto